Affinity Wealth Management’s Permian Resources PR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-37,567
| Closed | -$511K | – | 107 |
|
|
2024
Q3 | $511K | Sell |
37,567
-283,881
| -88% | -$3.86M | 0.09% | 62 |
|
|
2024
Q2 | $5.19M | Buy |
321,448
+14,413
| +5% | +$233K | 0.95% | 28 |
|
|
2024
Q1 | $5.42M | Buy |
307,035
+3,117
| +1% | +$55K | 1% | 29 |
|
|
2023
Q4 | $4.13M | Buy |
303,918
+11,884
| +4% | +$162K | 0.85% | 33 |
|
|
2023
Q3 | $4.08M | Buy |
292,034
+25,343
| +10% | +$354K | 0.94% | 34 |
|
|
2023
Q2 | $2.92M | Sell |
266,691
-2,194
| -0.8% | -$24K | 0.67% | 40 |
|
|
2023
Q1 | $2.82M | Buy |
268,885
+15,207
| +6% | +$160K | 0.66% | 42 |
|
|
2022
Q4 | $2.38M | Buy |
+253,678
| New | +$2.38M | 0.57% | 40 |
|